Special Tax Topics 2024-25 - Reconsidering partnerships of discretionary trusts

In 2024, many tax advisors are reconsidering traditional investment and business structures.

$113.64

non-member : $136.36

Description

In this session, we take a modern look at and old structuring gem - a partnership of discretionary trusts.

Specifically, we will consider this topic in light of:

Professional practice entities
A trade business
A retail business
A business which tenders for government contracts.

On successful completion of this session, participants should be able to:

State the issues relevant to day-to-day trading for this structure
State the issues relevant when the entity incurs significant tax losses
State the issues relevant when significant business assets are sold by the entity
State the key issues relevant when deciding not to use this structure

This session forms part of the Special Tax Topics Series. These concise 1.5-hour sessions have been specifically designed for an online platform to ensure training is informative, immersive and even fun.

These sessions will:

Ensure you get the critical knowledge you need while minimising your time out of the office.
Assist you in providing proactive tax and superannuation advice and identifying tax planning opportunities early
Help you avoid any possible traps and pitfalls
Give you answers to the questions most relevant to you

Our partnership with Thomson Reuters gives you the most up-to-date information, updated regularly and enhanced by our technical specialists.

Presenter